Eastern Trust Wealth Management offers all-encompassing services for our clients. As a financial advisory firm in the Boston area, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.
401(k) Rollover ServicesIRA PlansRetirement Income StrategyAnnuities
Mutual FundsETFsAlternative Investment529 Plan
Life InsuranceLong Term Care
Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Eastern Trust Wealth Management has been serving the Boston community for more than two decades. Mike and his team of professionals explain the "whys" behind the planning process, and helps people gain the clarity and confidence to pursue their long-term goals. It's important for us to learn about a person's values, goals, dreams, and ambitions before we suggest any approach. "We can help identify potential roadblocks and uncover hidden opportunities."
Our business is built on a foundation of thoughtful client relationships.
Our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.We understand today’s financial environment. We understand that individuals face unique challenges and have unique financial histories. And we can help take the mystery out of preparing for today and tomorrow.